Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.3B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,653
New
Increased
Reduced
Closed

Top Buys

1
+$682M
2
+$260M
3
+$231M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$162M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$131M

Top Sells

1
+$85.9M
2
+$73.7M
3
+$73.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$43.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$42.6M

Sector Composition

1 Technology 10.23%
2 Healthcare 7.82%
3 Financials 7.29%
4 Industrials 5.94%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1.47M 0.01%
9,762
+7,747
1127
$1.47M 0.01%
77,082
+5,633
1128
$1.47M 0.01%
31,504
-8,916
1129
$1.47M 0.01%
50,918
+300
1130
$1.46M 0.01%
52,455
+2,265
1131
$1.45M 0.01%
63,016
1132
$1.45M 0.01%
11,628
+3,828
1133
$1.45M 0.01%
62,438
-1
1134
$1.45M 0.01%
24,669
+2,881
1135
$1.44M 0.01%
48,731
-1,234
1136
$1.43M 0.01%
32,415
+1,757
1137
$1.43M 0.01%
110,565
-1,938
1138
$1.43M 0.01%
67,630
-3,441
1139
$1.43M 0.01%
51,523
-193
1140
$1.43M 0.01%
24,873
+2,385
1141
$1.42M 0.01%
45,911
-1,613
1142
$1.42M 0.01%
108,083
+49,643
1143
$1.42M 0.01%
21,983
-3,064
1144
$1.42M 0.01%
168,488
+3,668
1145
$1.42M 0.01%
17,068
-344
1146
$1.42M 0.01%
54,992
+26,870
1147
$1.41M 0.01%
25,019
+234
1148
$1.41M 0.01%
28,258
+23,291
1149
$1.41M 0.01%
17,782
+6,923
1150
$1.41M 0.01%
61,817
-16,990
44 45
46
47 48